Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

CHARITY WHELAN

Fort Worth

Summary

Business development professional focused on strategic client acquisition and personalized support. Excels in booking high volumes of appointments and enhancing client satisfaction through consistent follow-ups and collaboration across departments.

Overview

1
1
Certification
1
1
year of professional experience

Work History

HIGH TICKET APPOINTMENT SETTER

MINDSET MENTOR LLC
05.2023 - 05.2024
  • Booked multiple appointments for business closers daily, with a goal of one hundred outreaches per day.
  • Acquired clients through targeted outreach efforts for online outreach on multiple social media platforms
  • Performed daily, weekly, and monthly follow-ups with clients, to make sure their needs were being fulfilled.
  • Worked alongside different closing departments to support high ticket coaching and mindset programs.
  • Focused on enhancing client satisfaction and promoting client success in their businesses via comprehensive coaching programs and personalized support.
  • Recorded daily logs and notes on clients and potential clients.

Education

Bachelors Degree - Culinary Arts & Service Management

Paul Smiths College

Skills

  • Lead generation
  • Client acquisition
  • Lead Qualification
  • Client Relationship Management
  • Sales Mindset
  • Business Development
  • Strategic Planning Skills
  • Problem resolution
  • Team collaboration
  • Leadership & Relationship Building
  • Willingness to learn
  • Willingness to learn

Certification

  • Certified Appointment Setter through Training Courses

Timeline

HIGH TICKET APPOINTMENT SETTER

MINDSET MENTOR LLC
05.2023 - 05.2024

Bachelors Degree - Culinary Arts & Service Management

Paul Smiths College
CHARITY WHELAN